Editing a new rate card for an LSP
Important
New rate cards are a Beta feature.
Details that you enter in the Users > LSP Editor > New rate cards tab screen have no influence on the LSP's existing rate cards (managed in the Users > LSP Editor > Rate cards tab screen). In the Beta program, it is not possible to transfer the current rate card data to New rate cards. Seamless data transfer between the current and new rate cards will be supported after the Beta tests are completed and new rate cards are implemented.
New rate cards have no influence on the current project costs (managed in the Projects > Project Editor > Estimates > Costs tab screen). They only influence new costs, in projects (managed in the Projects > Project Editor > Estimates > New costs tab screen).
You can edit both active and deactivated rate cards. You can change all settings for an existing rate card. However, you cannot change the Rate card name to the same name as another active rate card. Also, you cannot change the Subject matter and Language combinations setting to be the same as for another active rate card. To update a rate card so that it has the same subject matter and the same language combinations as another rate card, first deactivate the original rate card. For details, see Deactivating a new rate card for an LSP.
Select Users > LSPs.
Search for the relevant LSP. You can use the search box and the Active and All buttons to help you find them, in the LSP list.
Use the left mouse key to select the relevant LSP's row.
Result: the relevant LSP is displayed in the LSP Editor screen.
In the left-hand side pane of the LSP Editor screen, select New rate cards.
In the Users > LSP Editor > New rate cards tab screen, find the rate card that you want to edit.
In the relevant rate card's row, select the context menu icon
on the right-hand side of the screen. Then, from the menu, select Edit.Alternatively, use the left mouse key to select the relevant rate card's row.
Result: the Edit rate card popup is displayed.
In the Edit rate card popup, enter or change the relevant information:
Table 104. Edit rate card settingsSetting
Description
Mandatory/Optional
Type
Valid values
General Info section
Rate card name
Enter a unique name for the rate card.
Mandatory
Text field
Alphanumeric
The maximum character number is 128.
Description
If required, enter a description for the rate card. It can help you and other users understand when this LSP rate card is to be used.
Optional
Text field
Alphanumeric
The maximum character number is 1025.
Subject matter
Select one, more, or all subject matters for the rate card.
Important
An LSP can only have one active rate card for a specific subject matter setting combined with specific language combinations.
Mandatory
Multiple selection
Valid values:
All (default).
A list of all subject matters that have been created by your XTM Cloud Administrator (for details, see Data – Subject matter factors). You can select one or more subject matters. To enable you to select specific subject matters, first either select the close icon
next to the All label or select the Clear all button. Now, select the checkbox next to each relevant subject matter. You can use the search box to find them.
Language combinations section
Use all combinations set for this user
Specify if the rate card is to be used for all or only selected language combinations.
Optional
Toggle switch
If the toggle switch is:
off (default) – the Add language combination lists are active and they are mandatory.
on – the Add language combination lists are inactive. The rate card will be used for all possible language combinations created for the relevant LSP.
Add language combination
Specify one or more language combinations for which the rate card is to be used.
Important
An LSP can only have one active rate card for a specific subject matter setting combined with specific language combinations.
Mandatory if the Use all combinations set for this user toggle switch is off.
Multiple selection
Dropdown
Select the relevant values from the two dropdowns:
Source language – you can only select one source language for a specific language combination. You can use the search box to find the relevant source language.
Target language – you can select one or more target languages for a specific source language. You can use the search box to find the relevant target languages. To select them, select the checkbox next to them. To deselect a language, select the close icon
next to its label. To deselect all target languages, expand the relevant target language list and select the Clear all button.
You can create one or more language combinations for one LSP's rate card. However, a specific language combination consisting of a specific source language and a specific target language can only be used once. To delete the relevant language combination, use the trash can icon
to the right of the target languages field.Pricing section
Charging Type
Specify the charging type to which figures that you enter in the Matching section settings are to be applied.
Mandatory
Radio buttons
Valid values:
Per word – in the Matching section settings, you will enter the LSP's charge per text word. This charge can either be for a source or target text word. That depends on which option is selected for the Generate costs based on setting during cost generation. For details, see Generating costs in the New costs tab.
Per character – in the Matching section settings, you will enter the LSP's charge per text character. This charge can either be for a source or target text word. That depends on which option is selected for the Generate costs based on setting during cost generation. For details, see Generating costs in the New costs tab.
Calculate using
Specify the calculation method.
Mandatory
Radio buttons
Valid values:
Factors – if you select this option, you must enter the relevant numeric value in the mandatory Base rate field. All figures you enter in the Matching section are a percentage of the Base rate figure.
Actual price – if you select this option, all values you enter in the Matching section are actual prices expressed in the currency that has been set for the relevant LSP.
Language modifiers section
Fixed price per language
Specify a value that will be the relevant LSP's fixed price for all tasks in the relevant language combination, in a project.
During project cost generation, the Fixed price per language value will be added to the LSP's actual charge for all tasks in the relevant language. This actual charge for all tasks in the relevant language is the total calculated cost for all workflow steps to which the relevant LSP has been assigned. Cost calculation per workflow step results from multiplying the values entered in the Matching section by the project's word count.
Optional
Text field
Numeric
Default value: 0.
Value is expressed in the LSP's currency.
Management fee
Specify a value that will be the relevant LSP's management fee for all tasks in the relevant language combination, in a project.
The Management fee value is a percentage of the LSP's actual charge for all tasks in the relevant language and, during project cost generation, it will be added to this charge. This actual charge for all tasks in the relevant language is the total calculated cost for all workflow steps to which the relevant LSP has been assigned. Cost calculation per workflow step results from multiplying the values entered in the Matching section by the project's word count.
Optional
Text field
Numeric
Default value: 0.
Value is expressed as a percentage.
Minimum charge per language
Specify a value that will be used as the relevant LSP's minimum charge for all tasks in the relevant language combination, in a project.
During project cost generation, the Minimum charge per language value will be compared with the LSP's actual charge for all tasks in the relevant language. This actual charge for all tasks in the relevant language is the total calculated cost for all workflow steps to which the relevant LSP has been assigned. Cost calculation per workflow step results from multiplying the values entered in the Matching section by the project's word count.
If the LSP's actual charge per all tasks in the relevant language pair is lower than the entered Minimum charge per language, the Minimum charge per language value will be used.
If the LSP's actual charge per all tasks in the relevant language pair is higher than the entered Minimum charge per language, the actual charge will be used.
Optional
Text field
Numeric
Default value: 0.
Value is expressed in the LSP's currency.
Workflow Steps section
Select step to set or view its configuration
Select a workflow step for which you specify the relevant values in the Matching section.
Mandatory
Single select
Chips, each of which represents a workflow step to which the relevant LSP can be assigned. They include all active workflow steps in your XTM Cloud instance other than any non-CAT tool steps or automatic steps.
Select the required chip to enter rates for the relevant workflow step, in the Matching section. The selected chip is highlighted in blue.
Clear
Select this button to clear values for the relevant workflow step, in the Matching section.
Optional
Button
Select to clear values that you have selected in the Matching section for the workflow step that is currently selected in the Select step to set or view its configuration setting.
This will not affect values that you have set for other workflow steps, in the Matching section.
Copy configuration to
Select this setting to copy the values that you have entered for one workflow step to one or more other workflow steps.
Optional
Dropdown
Valid values:
All other steps – select this option to apply settings made in the Matching section to all workflow steps to which the relevant LSP can be assigned.
A list of all workflow steps to which the relevant LSP can be assigned, except for the step that is currently selected in the Select step to set or view its configuration setting.
Select one or more workflow steps to which you want to apply settings that you have made in the Matching section for the step that is currently selected in the Select step to set or view its configuration setting.
At the bottom of the dropdown, select Apply.
Matching section
No matching
Enter an LSP's rate for processing either a word or a character in a segment that has no translation memory match, in the relevant workflow step.
You have selected the relevant workflow step, for which you are now entering the value, in the Select step to set or view its configuration setting. You can use the Copy configuration to setting to apply the entered value to one, multiple, or all workflow steps to which the relevant LSP can be assigned.
Optional
Text field
Numeric
Default value: 0.
Depending on the option you have selected for the Charging Type setting, the value that you enter will either apply for a text word or a text character.
Depending on the option you have selected for the Calculate using setting, the value is either expressed in the LSP's currency or as a percentage of the Base rate.
ICE match
Enter an LSP's rate for processing either a word or a character in a segment that is an ICE match, in the relevant workflow step.
You have selected the relevant workflow step, for which you are now entering the value, in the Select step to set or view its configuration setting. You can use the Copy configuration to setting to apply the entered value to one, multiple, or all workflow steps to which the relevant LSP can be assigned.
Optional
Text field
Numeric
Default value: 0.
Depending on the option you have selected for the Charging Type setting, the value that you enter will either apply for a text word or a text character.
Depending on the option you have selected for the Calculate using setting, the value is either expressed in the LSP's currency or as a percentage of the Base rate.
Leveraged match
Enter an LSP's rate for processing either a word or a character in a segment that is a leveraged match, in the relevant workflow step.
You have selected the relevant workflow step, for which you are now entering the value, in the Select step to set or view its configuration setting. You can use the Copy configuration to setting to apply the entered value to one, multiple, or all workflow steps to which the relevant LSP can be assigned.
Optional
Text field
Numeric
Default value: 0.
Depending on the option you have selected for the Charging Type setting, the value that you enter will either apply for a text word or a text character.
Depending on the option you have selected for the Calculate using setting, the value is either expressed in the LSP's currency or as a percentage of the Base rate.
Machine translation
Enter an LSP's rate for processing either a word or a character in a segment that has been machine-translated, in the relevant workflow step.
You have selected the relevant workflow step, for which you are now entering the value, in the Select step to set or view its configuration setting. You can use the Copy configuration to setting to apply the entered value to one, multiple, or all workflow steps to which the relevant LSP can be assigned.
Optional
Text field
Numeric
Default value: 0.
Depending on the option you have selected for the Charging Type setting, the value that you enter will either apply for a text word or a text character.
Depending on the option you have selected for the Calculate using setting, the value is either expressed in the LSP's currency or as a percentage of the Base rate.
Non-translatable
Enter an LSP's rate for processing either a word or a character in a non-translatable segment, in the relevant workflow step.
You have selected the relevant workflow step, for which you are now entering the value, in the Select step to set or view its configuration setting. You can use the Copy configuration to setting to apply the entered value to one, multiple, or all workflow steps to which the relevant LSP can be assigned.
Optional
Text field
Numeric
Default value: 0.
Depending on the option you have selected for the Charging Type setting, the value that you enter will either apply for a text word or a text character.
Depending on the option you have selected for the Calculate using setting, the value is either expressed in the LSP's currency or as a percentage of the Base rate.
Repeat
Enter an LSP's rate for processing either a word or a character in a repeated segment, in the relevant workflow step.
You have selected the relevant workflow step, for which you are now entering the value, in the Select step to set or view its configuration setting. You can use the Copy configuration to setting to apply the entered value to one, multiple, or all workflow steps to which the relevant LSP can be assigned.
Optional
Text field
Numeric
Default value: 0.
Depending on the option you have selected for the Charging Type setting, the value that you enter will either apply for a text word or a text character.
Depending on the option you have selected for the Calculate using setting, the value is either expressed in the LSP's currency or as a percentage of the Base rate.
95-99% Fuzzy match
Enter an LSP's rate for processing either a word or a character in a segment that is a 95-99% Fuzzy match, in the relevant workflow step.
You have selected the relevant workflow step, for which you are now entering the value, in the Select step to set or view its configuration setting. You can use the Copy configuration to setting to apply the entered value to one, multiple, or all workflow steps to which the relevant LSP can be assigned.
Optional
Text field
Numeric
Default value: 0.
Depending on the option you have selected for the Charging Type setting, the value that you enter will either apply for a text word or a text character.
Depending on the option you have selected for the Calculate using setting, the value is either expressed in the LSP's currency or as a percentage of the Base rate.
85-94% Fuzzy match
Enter an LSP's rate for processing either a word or a character in a segment that is an 85-94% Fuzzy match, in the relevant workflow step.
You have selected the relevant workflow step, for which you are now entering the value, in the Select step to set or view its configuration setting. You can use the Copy configuration to setting to apply the entered value to one, multiple, or all workflow steps to which the relevant LSP can be assigned.
Optional
Text field
Numeric
Default value: 0.
Depending on the option you have selected for the Charging Type setting, the value that you enter will either apply for a text word or a text character.
Depending on the option you have selected for the Calculate using setting, the value is either expressed in the LSP's currency or as a percentage of the Base rate.
75-84% Fuzzy match
Enter an LSP's rate for processing either a word or a character in a segment that is a 75-84% Fuzzy match, in the relevant workflow step.
You have selected the relevant workflow step, for which you are now entering the value, in the Select step to set or view its configuration setting. You can use the Copy configuration to setting to apply the entered value to one, multiple, or all workflow steps to which the relevant LSP can be assigned.
Optional
Text field
Numeric
Default value: 0.
Depending on the option you have selected for the Charging Type setting, the value that you enter will either apply for a text word or a text character.
Depending on the option you have selected for the Calculate using setting, the value is either expressed in the LSP's currency or as a percentage of the Base rate.
95-99% Fuzzy repeat match
Enter an LSP's rate for processing either a word or a character in a segment that is a 95-99% Fuzzy repeat match, in the relevant workflow step.
You have selected the relevant workflow step, for which you are now entering the value, in the Select step to set or view its configuration setting. You can use the Copy configuration to setting to apply the entered value to one, multiple, or all workflow steps to which the relevant LSP can be assigned.
Optional
Text field
Numeric
Default value: 0.
Depending on the option you have selected for the Charging Type setting, the value that you enter will either apply for a text word or a text character.
Depending on the option you have selected for the Calculate using setting, the value is either expressed in the LSP's currency or as a percentage of the Base rate.
85-94% Fuzzy repeat match
Enter an LSP's rate for processing either a word or a character in a segment that is an 85-94% Fuzzy repeat match, in the relevant workflow step.
You have selected the relevant workflow step, for which you are now entering the value, in the Select step to set or view its configuration setting. You can use the Copy configuration to setting to apply the entered value to one, multiple, or all workflow steps to which the relevant LSP can be assigned.
Optional
Text field
Numeric
Default value: 0.
Depending on the option you have selected for the Charging Type setting, the value that you enter will either apply for a text word or a text character.
Depending on the option you have selected for the Calculate using setting, the value is either expressed in the LSP's currency or as a percentage of the Base rate.
75-84% Fuzzy repeat match
Enter an LSP's rate for processing either a word or a character in a segment that is a 75-84% Fuzzy repeat match, in the relevant workflow step.
You have selected the relevant workflow step, for which you are now entering the value, in the Select step to set or view its configuration setting. You can use the Copy configuration to setting to apply the entered value to one, multiple, or all workflow steps to which the relevant LSP can be assigned.
Optional
Text field
Numeric
Default value: 0.
Depending on the option you have selected for the Charging Type setting, the value that you enter will either apply for a text word or a text character.
Depending on the option you have selected for the Calculate using setting, the value is either expressed in the LSP's currency or as a percentage of the Base rate.
Task Modifiers section
Fixed price per task
Specify a value that will be the relevant LSP's fixed price for one task in a project.
Enter this value separately for each workflow step to which the relevant LSP can be assigned. To select the relevant workflow step, use the Select step to set or view its configuration setting in the Workflow Steps section.
During project cost generation, the Fixed price per task value will be added to the LSP's actual charge for the relevant task. This charge results from multiplying values entered in the Matching section for the relevant workflow step by the project's word count.
Optional
Text field
Numeric
Default value: 0.
Value is expressed in the LSP's currency.
Management fee per task
Specify a value that will be the relevant LSP's management fee for one task in a project.
Enter this value separately for each workflow step to which the relevant LSP can be assigned. To select the relevant workflow step, use the Select step to set or view its configuration setting in the Workflow Steps section.
The Management fee per task value is a percentage of the LSP's actual charge for the relevant task and, during project cost generation, it will be added to this charge. This charge results from multiplying values entered in the Matching section for the relevant workflow step by the project's word count.
Optional
Text field
Numeric
Default value: 0.
Value is expressed as a percentage.
Minimum charge per task
Specify a value that will be used as the relevant LSP's minimum charge for one task in a project.
Enter this value separately for each workflow step to which the relevant LSP can be assigned. To select the relevant workflow step, use the Select step to set or view its configuration setting in the Workflow Steps section.
During project cost generation, the Minimum charge per task value will be compared with the LSP's actual charge for the relevant task. This charge results from multiplying values entered in the Matching section for the relevant workflow step by the project's word count.
If the LSP's actual charge for the relevant task is lower than the entered Minimum charge per task, the Minimum charge per task value will be used.
If the LSP's actual charge for the relevant task is higher than the entered Minimum charge per task, the actual charge will be used.
Optional
Text field
Numeric
Default value: 0.
Value is expressed in the LSP's currency.
Manual Time Tracking section
Price per hour
Specify a value that will be used as the relevant LSP's price per hour for one task in a project.
Enter this value separately for each workflow step to which the relevant LSP can be assigned. To select the relevant workflow step, use the Select step to set or view its configuration setting in the Workflow Steps section.
During project cost generation, the Price per hour value is used for cost generation if any of the following values have been selected for the Generate costs based on setting:
Time or Initial metrics.
Time or Current metrics.
Time or Statistics Source.
Time or Statistics Source.
The value that you have entered in the Price per hour setting is then multiplied by the time-tracking value entered for the relevant workflow step.
Optional
Text field
Numeric
Default value: 0.
Value is expressed in the LSP's currency.
Rush job premium
Specify a value that will be used as the relevant LSP's rush job premium.
Enter this value separately for each workflow step to which the relevant LSP can be assigned. To select the relevant workflow step, use the Select step to set or view its configuration setting in the Workflow Steps section.
The Rush job premium value is a percentage of the LSP's actual charge for the relevant task and, during project cost generation, it will be added to this charge. This charge results from multiplying values entered in the Matching section for the relevant workflow step by the project's word count.
Optional
Text field
Numeric
Default value: 0.
Value is expressed as a percentage.
Once you have made all relevant settings, at the bottom of the Edit rate card popup, select:
Close to cancel rate card setting.
Save to save the new rate card.
Result: a success message is displayed in the bottom right-hand corner of the screen. The relevant new rate card is updated.
If required, in the New rate cards tab screen, you can also: